Description de poste

For one of our clients, a private bank based in Lausanne, we are looking for an :

ASSISTANT RELATIONSHIP MANAGER

Job description

• Provide daily support to Relationship Managers in their client-related activities (correspondence, meeting coordination, documentation).
• Manage client administrative tasks, including account opening procedures, CRM updates, and handling of client inquiries and requests.
• Assist in the preparation of client invitations and related communication materials.
• Prepare all documentation required for client visits, ensuring accuracy and timeliness.
• Monitor client portfolios and execute client instructions, ensuring proper documentation in the CRM tool.
• Proactively support Relationship Managers in meeting defined key risk indicators in line with the agreed risk profile.
• Act as deputy for other assistants and handle selected RM responsibilities during absences.
• Coordinate client events in collaboration with the Events & Market Management team.

Required profile

• Minimum of 3 years’ experience in a similar role within private banking or wealth management.
• Strong organisational and multitasking skills, with attention to detail.
• Fluent in french, and either English or German.
• Proficiency in MS Office and CRM systems.
• Ability to work autonomously while supporting a team-oriented environment.
• Strong client service orientation and high level of discretion.
• Flexibility and adaptability to changing priorities.

All files will be treated with the utmost confidentiality.